AIC

Archer Investment Corporation Portfolio holdings

AUM $443M
1-Year Est. Return 13.8%
This Quarter Est. Return
1 Year Est. Return
+13.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.19M
3
+$983K
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$714K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$537K

Top Sells

1
+$2.02M
2
+$1.57M
3
+$813K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$761K
5
HON icon
Honeywell
HON
+$558K

Sector Composition

1 Technology 8.9%
2 Healthcare 7.54%
3 Industrials 5.1%
4 Financials 4.7%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$828K 0.29%
4,600
-970
77
$819K 0.29%
24,491
-1,863
78
$806K 0.29%
1,497
+474
79
$800K 0.28%
13,286
+2,470
80
$797K 0.28%
14,205
+1,321
81
$781K 0.28%
10,340
+1,134
82
$757K 0.27%
3,076
+21
83
$708K 0.25%
23,014
-5,796
84
$689K 0.25%
1,321
-13
85
$682K 0.24%
11,000
86
$678K 0.24%
5,950
+991
87
$676K 0.24%
18,171
+63
88
$664K 0.24%
6,018
+90
89
$654K 0.23%
7,850
-2,350
90
$649K 0.23%
2,128
-157
91
$644K 0.23%
4,533
+1,451
92
$636K 0.23%
2,246
+140
93
$627K 0.22%
13,612
+67
94
$621K 0.22%
3,462
-258
95
$618K 0.22%
7,017
+148
96
$596K 0.21%
1,266
-264
97
$589K 0.21%
1,204
+25
98
$578K 0.21%
6,443
+15
99
$575K 0.2%
16,303
-2,714
100
$570K 0.2%
2,178
-1,064
2 3
4
5 6